401(k) · DOL Form 5500 · 2023

July Business Services 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
128
Participants Small participant base
73rd
Percentile by assets National rank
$160,109
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: July Business Services 401(k) Plan · Sponsored by July Business Services · Texas · Professional & Technical Services

$20M in assets, 128 participants

July Business Services's July Business Services 401(k) Plan reported $20M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,834 in Professional & Technical Services (20,321 peers)

Coverage in Texas

July Business Services 401(k) Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#14,834
in Professional & Technical Services (20,321 peers)
+51.2%
assets growth YoY

July Business Services 401(k) Plan's outsized position by total assets

July Business Services 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,493,963 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

July Business Services 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. July Business Services 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • July Business Services 401(k) Plan reported net income rose from -$858K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • July Business Services 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • July Business Services 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742715820 · July Business Services PY 2023 · 401(k)

July Business Services 401(k) Plan · $20M · 128 · 73rd

  • BOY $20M
  • SCH 128
  • EBSA 73rd
  • PART 401(k)
  • TYPE near Regency Enterprises 401(k) Savings & Investment Plan Trust
  • NET ind #14834

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

July Business Services 401(k) Plan in the asset neighbourhood

July Business Services 401(k) PlanJuly Business Services 401(k…$20MRegency Enterprises 401(k) Savings & Investment Plan TrustRegency Enterprises 401(k) S…$20MIrdeto USA, Inc. Savings Plan$20MHgc 401(k) Savings Plan$20MCadillac Products Automotive Company 401(k) PlanCadillac Products Automotive…$20M
End-of-year total assets ($M) among July Business Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$7M
Employer EIN742715820
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (July Business Services)

Sponsor-wide plan assets over time

All July Business Services plans reported in each filing year

Latest sponsor-wide plan assets
$140M 199.4716682211763% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $46.8M $140M ▲ +199.5%
Year Plans Participants Total Assets
2022 4 3,020 $47M
2023 4 4,902 $92M
2024 4 8,452 $140M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

July Business Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants July Business Services 401(k) Plan, Total assets ($B): 0.020493963 · Participants: 128July Business Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
July Business Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Business Services 401(k) Plan side-by-side with 3 peers →

July Business Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Regency Enterprises 401(k) Savings & Investment Plan Trust in CA ($20M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did July Business Services 401(k) Plan assets move in 2023? ▼
July Business Services 401(k) Plan surged - up 51.2% during 2023, from $14M to $20M. Reported net income was $7M.
How have July Business Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), July Business Services's sponsor-wide assets grew 199.5%, from $47M to $140M.
Which 401(k) plans are similar in size to July Business Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regency Enterprises 401(k) Savings & Investment Plan Trust in CA ($20M, 178 participants).
Which 401(k) plans cover a similar participant headcount to July Business Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742715820.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.